Data Export

Your personal data

Under GDPR Article 20, you have the right to receive a copy of the personal data we hold about you in a portable format. Request an export below and we will email you a download link when it is ready.

What's included

  • • Profile information (name, email address)

  • • All portfolios and their settings

  • • Assets and current valuations

  • • Debts and current valuations

  • • Bank connections

The download link will expire after 7 days. You can request a new export at any time by returning to this page.